STACY EGGERSON
Mt. Pleasant,WI
Summary
Motivated sales & operations professional with over 23 years of retail banking experience. Passionate about providing excellent customer service and exceeding expectations. Enthusiastic and eager to contribute to team success through hard wark, attention to detail and excellent organizational skills. Looking to be a part of your team.
Overview
6
6
years of post-secondary education
22
22
years of professional experience
Work History
Officer Branch Manager
JOHNSON BANK
RACINE, WI
02.2011 - 08.2020
- Enhanced branch production by handling staff conflicts, annual evaluations, recruiting/hiring/termination processes, coaching employees with sales, company protocol and payroll operations.
- Trained employees, new managers and implemented mentoring program to promote positive feedback and engagement
- Assessed budget plans and presented costs to forecast trends and recommend changes.
- Directed , coordinated activities of employees engaged in providing financial services to customers.
- As a player/coach, managed and lead staff daily sales by monitoring weekly and monthly reports.
- Conducted weekly sales team meetings , regular coaching sessions
- Monitored branch office operations and all compliance training to ensure that security procedures are being followed.
- SE Region Lead Annual Property Tax payment coordinator, trainer, support.
- Utilized multiple databases to keep track of all branch inventory.
- Assisted clients with personal , business deposit account openings & maintenance.
- Lending specialist.
- Worked closely with Johnson Bank business partners for referral opportunities.
- Facilitated outside business calls , worked closely with assisting existing business client’s needs.
- Participated in monthly manager, quarterly regional sales meetings and Community Volunteer events.
Personal Banker
WELLS FARGO BANK
RACINE, WI
01.2010 - 02.2011
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Seller behind the Teller, outbound calling & profiled customers for the best fit of our products.
- Onsite Business Membership table events
- Promoted all financial products by maintaining excellent service offering knowledge.
Merchant Services Representative
Appstar Financial
San Diego, CA
11.2009 - 01.2010
- Cold calling businesses to sell merchant service equipment.
Officer Branch Manager
CHARTERONE BANK
GLENVIEW, IL
02.2008 - 11.2009
- Managed traditional office with staff of 10, deposit base of 65 million.
- Recruited, interviewed, hired and trained employees
- Held Banker, Teller branch sales and coaching sessions.
- Assisted customers with accounts and services including heloc and term loan applications.
- Managed branch operations, sales coach / player role.
- Conducted annual staff evaluations.
- Attended quarterly officer meetings, joint appointment calls in branch and outside with business partners. Along with Community Involvement activities.
- Engaged employees in business processes with positive motivational techniques.
Officer Branch Manager
TCF BANK
RACINE, WI
09.2000 - 11.2007
- Assisted Regional Manager in planning and execution of branch sales goals on a monthly basis.
- Trained new employees, prepared work schedules and monitored work performance.
- Balanced, vault, general ledgers daily.
- Achieved high passing Audit scores quarterly.
- Actively solicited outside business on a weekly basis to help achieve monthly goals.
- Recruited,Interviewed and hired potential employees for the company.
- Provided exceptional personalized service to all of my customers.
- Best fitted customers to bank products.
- Helped in the organization and assistance in opening of new branches.
- Sold Annuity products & held Series 63 License.
Personal Banker
TCF Bank
Racine , WI
03.1998 - 01.2000
- Assisted customers with new accounts.
- Assisted supervisors in identifying and resolving branch issues.
- Determined customer's financial service needs and best fit for the right services.
- Attended sale meetings monthly.
- Supervised, closed and opened branch when necessary.
- Achieved consistent recognition as top sales performer.
- Expanded client base by promoting new financial products.
Teller
TCF
08.1997 - 03.1998
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Coordinated daily cash reconciliation in high-volume location.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Education
UW Whitewater
01.1991 - 01.1992
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Alabama St. University
01.1990 - 01.1991
High School Diploma -
Washington Park High School
Racine, WI 09.1986 - 06.1990
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Skills
Cold callingundefined
Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Officer Branch Manager
JOHNSON BANK
02.2011 - 08.2020
Personal Banker
WELLS FARGO BANK
01.2010 - 02.2011
Merchant Services Representative
Appstar Financial
11.2009 - 01.2010
Officer Branch Manager
CHARTERONE BANK
02.2008 - 11.2009
Officer Branch Manager
TCF BANK
09.2000 - 11.2007
Personal Banker
TCF Bank
03.1998 - 01.2000
Teller
TCF
08.1997 - 03.1998
UW Whitewater
01.1991 - 01.1992
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Alabama St. University
01.1990 - 01.1991
High School Diploma -
Washington Park High School
09.1986 - 06.1990
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